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Horsesmouth Essential: The topic may be delicate, but the numbers are clear: planning for the costs of long-term care is essential to clients’ financial health. Help clients choose the policy that’s right for them by walking them through these 10 important criteria.
Your clients are living longer. Is their funding ready to meet the needs of those extra years?
Market volatility isn't the only factor likely to affect clients' financial security during their golden years. Help them evaluate the risks up front—so that they can minimize the impact once they've retired.
Immediate annuities can alleviate the risk of seniors' retirement savings dwindling as they live longer and retire earlier.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025